David Fontenot, Financial Services, Magnolia Wealth Strategies, MassMutual

David Fontenot, Financial Services, Magnolia Wealth Strategies, MassMutual Financial Advisor since 1989. Licensed in Louisiana & Texas. LUTCF® – Life Underwriter Training C Member SIPC (www.SIPC.org).

Along with a team of professionals, I provide total financial needs analysis through a network of experienced professionals with expertise in:

• Advisory services
• Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies
• Trust services

My goal is to provide families and business owners with assistance in building the

ir financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client

I am licensed to sell insurance in: Louisiana and Texas and securities in: Louisiana and Texas]. I am a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Supervisory Office: 3838 N Causeway Boulevard, Suite 3400, Metairie, LA 70002-8194; Phone: 504-613-2200. MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives.

70% of simulated “retirement plan failures” happen within the first 5 years due to the sequence of returns*. Pairing gro...
05/20/2026

70% of simulated “retirement plan failures” happen within the first 5 years due to the sequence of returns*. Pairing growth with reliable income can help your retirement plan stay on track. Let’s go over your options.

Steady income can help retirees feel more comfortable spending and avoid costly mistakes. Let’s talk about how guarantee...
05/06/2026

Steady income can help retirees feel more comfortable spending and avoid costly mistakes. Let’s talk about how guaranteed income can help build confidence in your plan.

Planning your retirement isn’t as simple as “save, stop, spend.” Let’s talk about what your retirement story could look ...
04/22/2026

Planning your retirement isn’t as simple as “save, stop, spend.” Let’s talk about what your retirement story could look like — and how to build it.

With fewer Americans relying solely on traditional pensions, retirement income today is often something you help shape —...
04/08/2026

With fewer Americans relying solely on traditional pensions, retirement income today is often something you help shape — through planning, saving, and smart decisions.
And with retirements now stretching 25–30 years or more, having a plan built to go the distance matters.

Let’s talk about what you need and how to create a retirement strategy built to last.

For many people, the fear of running out of money and being unable to maintain their way of life is worse than death. Le...
03/25/2026

For many people, the fear of running out of money and being unable to maintain their way of life is worse than death. Let’s talk about adding guaranteed retirement income to your plan to help ease those fears.

Feeling unprepared? An annuity can help you retire on time. Let’s create a plan provides a guaranteed income stream that...
03/11/2026

Feeling unprepared? An annuity can help you retire on time. Let’s create a plan provides a guaranteed income stream that you can be confident of.

With people living longer than ever, have you thought about whether your retirement plan can go the distance? Let’s talk...
02/25/2026

With people living longer than ever, have you thought about whether your retirement plan can go the distance? Let’s talk about how an annuity can provide retirement income you can’t outlive.

With people living longer than ever, have you thought about whether your retirement plan can go the distance? Let’s talk...
02/11/2026

With people living longer than ever, have you thought about whether your retirement plan can go the distance? Let’s talk about how an annuity can provide retirement income you can’t outlive.

Head into reitrement with confidence by understanding the benefits and value of fixed annuities for a longer and financially secure journey ahead: 0:00 Intro...

As the number of Americans over age 65 continues to grow, the demand for retirement income will rise. Let’s talk about y...
02/04/2026

As the number of Americans over age 65 continues to grow, the demand for retirement income will rise. Let’s talk about your retirement well ahead of your decision to retire.

01/21/2026

The benefits of tax deferral:
- Lets you hang on to more money year-over-year
- Allows more time for growth and compounding interest
- Offers a potentially lower tax bracket

Let’s talk through your retirement plan and see if tax deferral can help make your savings compound more efficiently.

Address

102 Versailles Boulevard , Ste. 808
Lafayette, LA
70501

Telephone

+13372543101

Website

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